Taxes

• Tax Planning
• Estate Taxes
• Tax Services
  * Tax services provided by R. Vaughn Poppell, CPA and Poppell Financial Group, LLC. Voya Financial Advisors does not provide tax services.
• Roth IRA
  From small business owners to Florida state employees, we want to focus on what your financial goals consist of and how we can individually address them. Whether your questions focus on 457(b), 401(a) or other employer based plans distribution options, investing advice, inheritance, Roth IRAs, etc. our team is here to ensure your confidence and understanding.
• Income Tax
  While Social Security benefits are a vital source of income for many retirees, a portion of these benefits may be subjected to federal income taxes. The Internal Revenue Service (IRS) uses a formula—known as the provisional income formula—to determine the taxable amount.

Investment

• Investment Management
  Offering financial planning and investment management services for our clients in the Florida Panhandle, Central Florida and beyond.
• Bonds

Accounting

• Accounting Services

Planning

• Financial Planning
  Using BNPL services can lead to overspending, as they promote immediate gratification rather than long-term financial planning. The allure of splitting payments into smaller amounts might lead individuals to purchase items that they wouldn’t otherwise buy, which can result in a strained budget and increased debt.
• Retirement Planning
  Since the Roth IRA came into effect in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies because it offers savers so many potential advantages.
• Annuities
• Long Term Care
  A long-term care insurance policy can cover a number of expenses not typically covered by health insurance. This could include assistance with activities of daily living (ADLs) such as bathing, dressing and eating. Care may be provided wherever your parents are living - at home, in a nursing facility or adult daycare.
• Asset Management
• College Funding
  Family members aside, it can be beneficial to gather a team of financial professionals as well. Your financial advisor, for example, can help keep your financial priorities top of mind, while also developing a game plan for managing your caretaker responsibilities. Other professionals you may want to engage with could include an accountant, estate planning attorney, insurance agent and college planning professional.